-10.2%
ADSK vs BUD
+38.4%
-48.6%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +3.1% | +3.9% | +6.6% |
| 7D | +11.4% | +3.3% | +8.1% | +11.0% |
| 30D | +21.9% | +11.8% | +10.1% | +21.2% |
| 3M | +13.9% | -1.1% | +14.9% | +12.5% |
| 6M | +9.1% | +14.9% | -5.8% | +10.4% |
| YTD | -8.8% | +32.6% | -41.3% | -5.6% |
| 1Y | -10.2% | +37.2% | -47.4% | -7.9% |
| All | -10.2% | +38.4% | -48.6% | -7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded BUD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling